NVDA
SpaceX opens the AI checkbook
SpaceX apparently has plans to spend big on AI, and that’s exactly the kind of sentence Nvidia investors like to hear over breakfast. Why? Because when a company starts talking about more AI muscle, Nvidia’s chips usually show up somewhere in the shopping cart.
Musk giving Nvidia the thumbs-up
Elon Musk didn’t exactly hide the ball here, either. He said Nvidia’s Vera Rubin “is the best architecture,” which is about as subtle as a billboard on the freeway. For Nvidia bulls, that’s the kind of endorsement that keeps the demand story alive.
Why investors care
If SpaceX keeps leaning into AI, that can mean more hardware demand, more hype around next-gen chips, and more proof that Nvidia remains the default pick when companies want serious compute. That doesn’t guarantee a straight line up — because nothing in tech ever is — but it does reinforce the idea that Nvidia’s AI gravy train still has plenty of stops left.
Big picture: the more AI spend flows through SpaceX, the more Nvidia gets to collect the tolls.